Learn About Us

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Our team is committed to making the best wealth management experience for you.

Our approach begins with personalized attention from our qualified and innovative team dedicated to your success to help you Plan Well. Invest Well. Live Well.™

Our service experience and extensive training in investment strategy make us uniquely qualified in helping you define and monitor your financial life goals. We see each client not as a transaction, but as a relationship. We are there when you call, and we are listening to your needs each step of the way.

Laurence Hale, AAMS, CRPS®

Principal/Managing Partner,
Co-Founder & Chief Investment Officer

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“It is imperative to invest with rationale and with our clients’ risk tolerance in mind.  We offer the Plan Well. Invest Well. Live Well. process to our clients based on this premise of guidance and partnership.”

Laurence is a Principal and Founding Partner of Weiss, Hale & Zahansky Strategic Wealth Advisors. He is Chief Investment Officer (CIO) leading portfolio management efforts and chairing the firm’s Investment Committee. In addition to developing goal-driven financial plans for clients, Laurence has extensive investment experience with estate planning and charitable strategies.

Laurence brings many years of institutional investment experience, having started his career in the Institutional Defined Contribution business for Putnam Investments. In addition to more than 20 years of investment management for our clients, Laurence has volunteered his professional talents on behalf of many non-profit and public institutions. He formerly served as an appointed member of Connecticut's Investment Advisory Council (IAC), an advisory body to the Connecticut State Treasurer in overseeing the approximately $29 billion in the State of Connecticut's retirement plans and trust funds, on behalf of over 200,000 beneficiaries.

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Laurence graduated from Hobart College in Geneva, New York, with a degree in economics and holds the designations of Accredited Asset Management Specialist (AAMS) and Chartered Retirement Plans Specialist® (CRPS®) from the College for Financial Planning.

When not advising clients, Laurence is active with several nonprofit and charitable organizations. Laurence currently serves as Co-Chairman of the YMCA of Greater Hartford’s Investment Committee, as Chair for the Hale YMCA Youth & Family Center’s Board of Advisors and is completing his first term as Chairman of the Rectory School Board of Trustees. He is a former member of the Pomfret School Board of Trustees, Day Kimball Healthcare’s Finance Committee, past President of the Quinebaug Valley Community College (QVCC) Foundation, and over the years has supported many other organizations.

A native of Pomfret, Connecticut, he resides there with his wife, Jane, and their three children. In his free time, Laurence enjoys fly-fishing, hiking, golfing, and sailing.

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Laurence Hale is proud to have been recognized as a Summit Club advisor for 2016—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Laurence Hale is a Five Star Award Wealth Manager. 1

 

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1The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

Heather O'Rourke

Lead, Client Financial Planning Services

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Heather anchors the Weiss, Hale & Zahansky Strategic Wealth Advisors Service and Operations team. She has more than 16 years' experience with advisors Laurence and Jim and more than 25 years in the financial services business. She has been an integral part of the growth of the firm and the satisfaction of our clients. Heather has held positions at Paul Revere, First Union in Worcester; Merrill Lynch; and Advest, where she was honored with the distinguished Client Service Award. She holds a producer's license for life and health insurance, the FINRA Series 7 securities registration, and holds a Financial Paraplanner Qualified Professional designation from the College for Financial Planning. Heather’s commitment delivers skilled, timely answers to client questions and due diligence to outstanding matters. She offers industry experience along with an extraordinary personal commitment to client service and the process of financial planning.

Heather has been a lifelong resident of northeastern Connecticut. She enjoys traveling, hiking and outdoor adventure. Heather is Board member at TEEG, helping empower residents in Northeastern Connecticut. She enjoys volunteering at The Hole in the Wall Gang Camp for families and their children facing serious illness and is dedicated to helping rescue dogs in need at Dog Orphans Society in Douglas, Massachussetts. She is a devoted follower of U2, but above all else she is an incredibly loyal fan of the Boston Red Sox and New England Patriots.

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James Zahansky, AWMA®

Principal/Managing Partner & Chief Goal Strategist

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Jim is Principal/Managing Partner at Weiss, Hale & Zahansky Strategic Wealth Advisors, leading practice strategy, business development initiatives, and team leadership for the firm. Additionally, as our Chief Goals Strategist and Investment Advisor, Jim leads clients through our unique Plan Well, Invest Well, Live Well™ process to help them reach their financial life goals.

Jim transitioned to these pivotal roles in the practice in 2014 after 17 years as a senior executive in the pharmaceutical industry, where he developed and implemented strategies and initiatives for major US pharmaceutical brands. In his most recent past role, Jim was Vice President, Respiratory Division at Sunovion Pharmaceuticals, Inc., where he was responsible for all US business and marketing strategies and initiatives for the company’s respiratory product portfolio which included 8 brands, a team of 300 people and $600 million in revenue. Since this transition to Weiss, Hale & Zahansky Strategic Wealth Advisors, Jim has taken his years of strategic training and financial acumen to assist clients in building strategies that align to their individual or organization’s goals.

Throughout his career, Jim developed strong skill sets in strategy, leadership, fundamental finance and interpersonal dynamics throughout his career and regards one’s character as their defining quality.

Jim is active in the community and serves on the Hale YMCA Board of Advisors where he was elected as Board Secretary. Jim also serves on the Northeastern Connecticut Chamber of Commerce Board of Directors, and the Quinebaug Valley Community College Foundation Board. He graduated from Bryant University with a business degree and was appointed to the University's Wall Street Council, joining other high-powered, finance oriented alums who are focused on innovations in the investment industry.  Jim holds the designation of Accredited Wealth Management Advisor® (AWMA®) from the College for Financial Planning. Close to home, he leads the Frog Rock Youth Basketball Association as president. He has coached teams in basketball, Little League baseball and youth soccer leagues throughout the Last Green Valley. In his downtime, he enjoys basketball, biking, running and time with his wife, Melissa, and three children.

Diego Briones

Manager, Marketing & Client Relationships

diego_briones_standing_516As Project Manager, Marketing, Diego serves a foundational role in providing dedicated support to client relationship and marketing sectors of the business. Diego came to Weiss, Hale & Zahansky Strategic Wealth Advisors from the University of Connecticut’s School of Business, where he graduated summa cum laude. Starting as a Marketing and Operations Intern, Diego’s analytical and organizational skills have transitioned well into his current role with the business.

Interested in how organizations can effectively use data to inform policy decisions, Diego is currently pursuing his Master in Public Policy (MPP) at the University of Connecticut. Insights from his advanced coursework have helped bring effective change to Weiss, Hale & Zahansky Strategic Wealth Advisors in strategic organizational planning, analysis, and policy implementation.

Outside of work, Diego is an avid soccer player. He has played at the collegiate varsity level and currently competes with the UConn’s Club Soccer team. He also enjoys traveling, especially to Chile, where much of his family still resides.

Shandy Chen

Mananger, Portfolio Analytics & Operations

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Shandy leads client operations and service at Weiss, Hale & Zahansky Strategic Wealth Advisors, working to deliver timely and accurate service on new accounts, transactions, and account management. He is a fully licensed staff member after having passed both his FINRA® Series 7 and 66 exams (Licenses held through Commonwealth Financial Network®), and enjoys his frequent interaction with clients, helping them execute on their financial goal plan.

After graduating with a degree in Economics from Hamilton College, Shandy joined the Weiss, Hale & Zahansky Strategic Wealth Advisors team in June 2017, and brings a wealth of talent in problem solving and data analysis. Shandy also graduated from Pomfret School and hails from Willington, CT. In his free time, Shandy enjoys playing soccer and snowboarding. He also enjoys visiting China, where his parents grew up and most of his family still resides.

Jacob Guertin

Associate, Marketing

Jacob joined Weiss, Hale & Zahansky Strategic Wealth Advisors as an intern in the summer of 2017. He has since been an integral part of the team working collaboratively to support marketing activities. Jacob conducts research for digital and print media, creates client-centric educational resources, manages website changes, and even does some creative design work in his spare time.

Currently, Jacob is pursuing his bachelor’s degree at Eastern Connecticut State University with a major in Marketing, and a minor in digital art & design. He is a native Northeast CT, growing up in Putnam and attending PHS, Jacob was president of his class for two years and also played soccer, basketball, and baseball. He was the catcher for Tri-town American Legion helping them to their first playoff berth in over a decade, and gives back to the community as a coach for several youth development programs.

James Weiss

Co-Founder

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Jim is Co-Founder of Weiss, Hale & Zahansky Strategic Wealth Advisors and is currently retired from the business after more than 30 years' experience helping individuals, families, and not-for-profits create solutions for their financial challenges and plans to achieve their goals.

Jim Weiss now spends his time coaching people in transition in his Savor Coaching business; making chocolates for his Pomfret Chocolates business; travelling with his wife, Nancy, and his family; and always aspires to innovate and prosper. We couldn’t be happier for him and wish him well in his LIVE WELL phase!